Volatility, dispersion and a market on sale – as passive funds go into hiding, this could finally be a stock pickers’ game and a chance to prove themselves.
Rock-star fund managers, step up. The momentum market is dead, passive funds are in for a hiding and this is the chance to prove that valuations matter and decades of experience are invaluable.
It should – finally – be a stock pickers’ market.
Source: https://www.afr.com/chanticleer/sell-offs-can-be-good-for-some-here-s-what-top-funds-are-buying-20250408-p5lpzj